Epsilon Theory Podcast Ben Hunt

In this episode, Matt Zeigler talks with Epsilon Theory co-founder Rusty Guinn. Rusty shares his life journey, from growing up in rural Texas to working on Wall Street and eventually co-founding Second Foundation Partners. He discusses his experiences in finance, including roles in investment banking, private equity, and asset management. Rusty reflects on the lessons learned throughout his career, emphasizing the importance of humility, earnestness, and agency. He also talks about his decision to move to a farm in Connecticut, where he now balances his work in finance with homeschooling his children and running an apple orchard. Throughout the conversation, Rusty provides insights into the investment industry, personal growth, and the search for meaningful work and life balance.

In this episode of Breaking News, we examine the current state of the 2024 US presidential election and how it is playing out in the narrative world. We explore the recent Trump trial and its minimal impact on public opinion, as well as growing concerns about President Biden's age and fitness for office. We then shift to reflections on our recent Epsilon Connect conference about being human in an age of AI, highlighting the importance of maintaining humanity and ethics in our use of technology. We also delve into the troubling state of higher education in America, particularly the exorbitant costs and increasing commercialization of college athletics.

In this episode of The Intentional Investor, we sit down with Daniel Crosby, a clinical psychologist turned behavioral finance expert and author of the upcoming book "The Soul of Wealth." We explore Daniel's fascinating journey from punk rock bassist to leading voice in the world of investing psychology, discussing the importance of setting healthy boundaries, letting life's phases run their course, and the art of translating complex ideas into actionable insights. Join us as we dive into the power of narrative, the process of learning and unlearning, and the gift of being present in life's heaviest moments, all while uncovering the parallels between Daniel's work and our own mission to help people navigate the intersection of investing and life.

"Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray's case, physics. In mine, show business. You read the article and see the journalist has absolutely no understanding of either the facts or the issues. Often, the article is so wrong it actually presents the story backward—reversing cause and effect. I call these the "wet streets cause rain" stories. Paper's full of them.

In any case, you read with exasperation or amusement the multiple errors in a story, and then turn the page to national or international affairs, and read as if the rest of the newspaper was somehow more accurate about Palestine than the baloney you just read. You turn the page, and forget what you know."

In this episode of The Intentional Investor, host Matt Zeigler interviews Perth Tolle, founder of the Freedom Index and Life + Liberty Indexes. Perth shares her remarkable journey from growing up in China to launching a freedom-weighted emerging markets ETF strategy, which recently celebrated its 5th anniversary. She discusses her experiences with personal and economic freedom, the importance of objective data in the investment process, and the challenges she faced in bringing her vision to life.

Risks are rising on a variety of fronts across the world. And market players are positioning themselves to profit before they are realized. In this episode of Breaking News, we take a tour of some of the major issues we face in the current challenging environment. We discuss the peculiar announcement by Ireland, Norway, and Spain recognizing the Palestinian state, the potential for total war in the Middle East, Rick Rieder's suggestion for interest rate cuts and the return of Roaring Kitty and the GameStop saga. We also cover President Biden's questionable housing proposal, and the lessons we can learn from Conan O'Brien's appearance on the YouTube show Hot Ones.